Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southwest Human Development, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Southwest Human Development, Inc. under EIN 86-0407179 and plan number 001. The latest loaded filing year is 2023. The filing reports 992 participants and $37,606,177 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,606,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,606,177
- Net assets (BOY)
- $33,513,826
Income & contributions
- Employer contributions
- $1,134,986
- Participant contributions
- $2,170,364
- Total contributions
- $3,458,884
- Total income / additions
- $9,377,376
Expenses & distributions
- Benefits paid
- $5,187,196
- Administrative expenses
- $97,829
- Total expenses
- $5,285,025
- Net increase / (decrease)
- $4,092,351